LA

LPF Advisors Portfolio holdings

AUM $122M
1-Year Est. Return 3.12%
This Quarter Est. Return
1 Year Est. Return
+3.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$22.6M
2 +$13.9M
3 +$10.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.91M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$9.86M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.08%
2 Consumer Staples 0.98%
3 Technology 0.91%
4 Consumer Discretionary 0.57%
5 Real Estate 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$221K 0.24%
+746
27
$215K 0.23%
+2,530
28
$88.5K 0.09%
+19,850